The main purpose of the course is to give students the ability to add BI techniques to Excel data analysis. The course goes beyond the capabilities of tables and charts and uses Pivot Charts, the Excel Data Model, and Power BI.

Who Should Attend

This course is intended for students who are experienced with analyzing data with Excel and who wish to add BI techniques.
The course will likely be attended by SQL Server report creators who are interested in alternative methods of presenting data.

After completing this course, students will be able to:

Explore and extend a classic Excel dashboard.

Explore and extend an Excel data model.

Pre-format and import a .CSV file.

Import data from a SQL Server database

Import data from a report.

Create measures using advanced DAX functions.

Create data visualizations in Excel.

Create a Power BI dashboard with Excel.

Module 1: Data Analysis in Excel

This module looks at the classic Excel dashboard and at ways to extend it.

Lessons

Classic Data Analysis with Excel

Excel Pivot Tables

Limitations of Classic Data Analysis

Lab : Building a Classic Excel Dashboard

Module 2: The Excel Data Model.

This module looks at the classic Excel data model and at ways to extend it.

Lessons

Using an Excel Data Model

DAX

Lab Explore an Excel Data Model

Module 3: Importing Data from Files

This module looks at pre-formatting and importing CSV files.

Lessons

Importing Data into Excel

Shaping and Transforming Data

Loading Data

Lab : Importing Data from a CSV File

Module 4: Importing Data from Databases

This module looks at how to import data into Excel from a SQL Server database.

Lessons

Available Data Sources

Previewing, Shaping, and Transforming Data

Table Relationships and Hierarchies

Loading Data

Lab : Import Data from Multiple Sources

Module 5: Importing Data from Excel Reports

This module describes how to import data from a report.

Lessons

Importing Data from Excel Reports

Transforming Excel report Data

Lab : Importing Data from a Report

Module 6: Creating and Formatting Measures

This module describes how to create and format measures.

Lessons

DAX

Measures

Advanced DAX Functions

Lab : Creating Measures using Advanced DAX Functions

Module 7: Visualizing Data in Excel

This module describes how to visualize data in Excel.

Lessons

Pivot Charts

Cube Functions

Charts for Cube Functions

Lab : Data Visualization in Excel

Module 8: Using Excel with Power BI

This module describes how to use Excel with Power BI.

Lessons

Power BI

Uploading Excel Data to Power BI

Power BI Mobile App

Lab : Creating a Power BI Dashboard with Excel

Prerequisites

Before attending this course, students must have:

Basic knowledge of the Microsoft Windows operating system and its core functionality.

*NOTE: if an average rating and rating count are shown on this page, they are based on all reviews associated with Dynamics Edge that are shown on the review page, and are not restricted to reviews only for the particular course offered on this page.

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